Taiwan Semiconductor Manufacturing Co Ltd
TSM- 交易所
- NYSE
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001046179
近 90 天，Taiwan Semiconductor Manufacturing Co Ltd 內部人申報 99 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,586 家機構在 13F 申報持有，市值合計 $3,631 億；Coatue、老虎環球等 17 位大師持有。
其他股別TSMWF
2025 年第 4 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,127
- 較 2025 年第 3 季 +391 家
- 持有股數
- 7.90 億
- 較 2025 年第 3 季 −2,036 萬 (−2.5%)
- 總市值
- $2,397 億
- 較 2025 年第 3 季 +$136.1 億 (+6.0%)
- 新進機構
- 494
- 另有 1,209 家加碼
- 清倉機構
- 103
- 另有 1,072 家減碼
另有 64 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TSM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,586 | $3,631 億 |
| 2026 年第 1 季 | 3,286 | $2,593 億 |
| 2025 年第 4 季 | 3,128 | $2,397 億 |
| 2025 年第 3 季 | 2,801 | $2,270 億 |
| 2025 年第 2 季 | 2,645 | $1,858 億 |
| 2025 年第 1 季 | 2,444 | $1,358 億 |
| 2024 年第 4 季 | 2,468 | $1,652 億 |
| 2024 年第 3 季 | 2,193 | $1,414 億 |
| 2024 年第 2 季 | 2,106 | $1,451 億 |
| 2024 年第 1 季 | 1,914 | $1,149 億 |
| 2023 年第 4 季 | 1,682 | $895.6 億 |
| 2023 年第 3 季 | 1,526 | $735.6 億 |
| 2023 年第 2 季 | 1,568 | $863.8 億 |
| 2023 年第 1 季 | 1,500 | $797.2 億 |
| 2022 年第 4 季 | 1,401 | $632.3 億 |
| 2022 年第 3 季 | 1,304 | $596.5 億 |
| 2022 年第 2 季 | 1,380 | $711.6 億 |
| 2022 年第 1 季 | 1,477 | $906.1 億 |
| 2021 年第 4 季 | 1,498 | $1,041 億 |
| 2021 年第 3 季 | 1,379 | $955.5 億 |
| 2021 年第 2 季 | 1,363 | $1,034 億 |
| 2021 年第 1 季 | 1,354 | $1,059 億 |
2025 年第 4 季持有機構
每家機構持有 Taiwan Semiconductor Manufacturing Co Ltd 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 65,800 | $2,000 萬 | 0.69% | −2,800−4.1% | 減碼 |
| Dnca Finance | 65,700 | $1,997 萬 | 1.16% | +40,530+161.0% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 65,539 | $1,992 萬 | 1.56% | −5,649−7.9% | 減碼 |
| Overbrook Management Corp | 65,225 | $1,982 萬 | 3.42% | +3,209+5.2% | 加碼 |
| Avantyr Capital Partners, LP | 65,000 | $1,975 萬 | 1.18% | +65,000 | 新進 |
| DuPont Capital Management Corp | 64,697 | $1,966 萬 | 2.22% | −18,580−22.3% | 減碼 |
| Nissay Asset Management Corp | 64,578 | $1,962 萬 | 0.10% | +2,196+3.5% | 加碼 |
| Eldred Rock Partners, LLC | 64,203 | $1,951 萬 | 5.06% | −26,858−29.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 64,104 | $1,948 萬 | 0.21% | −2,415−3.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 64,055 | $1,947 萬 | 0.24% | +2,929+4.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 63,697 | $1,936 萬 | 0.61% | −21,518−25.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 63,229 | $1,921 萬 | 0.21% | −27,378−30.2% | 減碼 |
| Resources Investment Advisors, LLC. | 63,196 | $1,920 萬 | 0.19% | −10,363−14.1% | 減碼 |
| Adell Harriman & Carpenter Inc | 62,844 | $1,910 萬 | 1.14% | +7,685+13.9% | 加碼 |
| Stephens Inc | 62,033 | $1,891 萬 | 0.24% | +8,782+16.5% | 加碼 |
| Pelham Capital Ltd. | 61,972 | $1,883 萬 | 10.02% | −11,803−16.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 61,909 | $1,881 萬 | 0.11% | +2,864+4.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 61,878 | $1,880 萬 | 0.44% | 00.0% | 不變 |
| Diversified Trust Co | 61,489 | $1,869 萬 | 0.34% | +20,362+49.5% | 加碼 |
| TB Capital Gestao de Recursos Ltda. | 61,251 | $1,861 萬 | 11.10% | −21,334−25.8% | 減碼 |
| Triavera Capital LLC | 60,896 | $1,851 萬 | 8.85% | +1,138+1.9% | 加碼 |
| We Are One Seven, LLC | 60,581 | $1,841 萬 | 0.38% | +9,381+18.3% | 加碼 |
| Montag A & Associates Inc | 60,234 | $1,835 萬 | 0.84% | +8,996+17.6% | 加碼 |
| Signaturefd, LLC | 60,358 | $1,834 萬 | 0.28% | +728+1.2% | 加碼 |
| Charles-Lim Capital Ltd | 60,000 | $1,823 萬 | 4.95% | −40,000−40.0% | 減碼 |
| American Assets Investment Management, LLC | 60,000 | $1,823 萬 | 1.26% | 00.0% | 不變 |
| Guardian Point Capital, LP | 60,000 | $1,823 萬 | 5.64% | +10,000+20.0% | 加碼 |
| Bleakley Financial Group, LLC | 59,923 | $1,821 萬 | 0.32% | +4,221+7.6% | 加碼 |
| Texas Yale Capital Corp. | 59,632 | $1,812 萬 | 0.55% | +145+0.2% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 59,378 | $1,804 萬 | 3.51% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 59,275 | $1,801 萬 | 1.78% | +59,275 | 新進 |
| Ketron Financial | 59,209 | $1,799 萬 | 5.99% | +59,209 | 新進 |
| Oak Grove Capital LLC | 59,055 | $1,795 萬 | 3.56% | +500+0.9% | 加碼 |
| DSG Capital Advisors, LLC | 52,511 | $1,794 萬 | 2.73% | +868+1.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 58,679 | $1,783 萬 | 0.12% | −5,770−9.0% | 減碼 |
| H Squared Management LP | 58,619 | $1,781 萬 | 15.26% | +58,619 | 新進 |
| HM Payson & Co | 58,554 | $1,779 萬 | 0.25% | −666−1.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 58,235 | $1,770 萬 | 0.63% | −669−1.1% | 減碼 |
| Oak Family Advisors, LLC | 58,150 | $1,767 萬 | 5.41% | −3,795−6.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 58,054 | $1,764 萬 | 0.31% | −854−1.4% | 減碼 |
| Eagle Rock Investment Company, LLC | 57,639 | $1,752 萬 | 2.47% | +9,942+20.8% | 加碼 |
| Everest Financial Group LLC | 57,264 | $1,740 萬 | 3.89% | +57,264 | 新進 |
| Annex Advisory Services, LLC | 57,166 | $1,737 萬 | 0.33% | +835+1.5% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 57,038 | $1,733 萬 | 3.61% | +2,990+5.5% | 加碼 |
| Cadian Capital Management, LP | 57,000 | $1,732 萬 | 1.25% | +57,000 | 新進 |
| Timber Creek Capital Management LLC | 56,800 | $1,726 萬 | 4.01% | −1,366−2.3% | 減碼 |
| CastleKnight Management LP | 56,200 | $1,708 萬 | 0.97% | −4,500−7.4% | 減碼 |
| Acadian Asset Management LLC | 55,991 | $1,701 萬 | 0.03% | −1,317−2.3% | 減碼 |
| HRT Financial LP | 55,928 | $1,700 萬 | 0.05% | +55,928 | 新進 |
| MY.Alpha Management HK Advisors Ltd | 55,691 | $1,692 萬 | 9.08% | +2,228+4.2% | 加碼 |
| Eagle Global Advisors LLC | 55,649 | $1,691 萬 | 0.63% | −394−0.7% | 減碼 |
| M. Kulyk & Associates, LLC | 55,633 | $1,691 萬 | 3.23% | −138−0.2% | 減碼 |
| Heirloom Wealth Management | 55,546 | $1,688 萬 | 3.90% | +499+0.9% | 加碼 |
| FACT Capital, LP | 55,164 | $1,676 萬 | 9.37% | −227−0.4% | 減碼 |
| Frank, Rimerman Advisors LLC | 54,976 | $1,671 萬 | 1.06% | +705+1.3% | 加碼 |
| Skopos Labs, Inc. | 55,217 | $1,662 萬 | 0.77% | +35,740+183.5% | 加碼 |
| Vantage Investment Partners, LLC | 53,580 | $1,628 萬 | 1.09% | 00.0% | 不變 |
| SCS Capital Management LLC | 53,441 | $1,627 萬 | 0.17% | −117−0.2% | 減碼 |
| Credit Capital Investments LLC | 53,400 | $1,623 萬 | 15.28% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 53,223 | $1,617 萬 | 0.30% | −776−1.4% | 減碼 |
| First Manhattan Co | 53,061 | $1,616 萬 | 0.04% | +8,593+19.3% | 加碼 |
| Prudential PLC | 53,149 | $1,615 萬 | 0.13% | +47,522+844.5% | 加碼 |
| Commerce Bank | 52,998 | $1,611 萬 | 0.09% | +562+1.1% | 加碼 |
| Private Advisory Group LLC | 52,434 | $1,593 萬 | 1.26% | +3,907+8.1% | 加碼 |
| Benjamin Edwards Inc | 52,298 | $1,589 萬 | 0.18% | +2,786+5.6% | 加碼 |
| LTS One Management LP | 52,250 | $1,588 萬 | 6.13% | −37,750−41.9% | 減碼 |
| Unisphere Establishment | 52,100 | $1,583 萬 | 0.12% | −5,900−10.2% | 減碼 |
| RNC Capital Management LLC | 51,975 | $1,579 萬 | 0.72% | +1,005+2.0% | 加碼 |
| Evergreen Capital Management LLC | 51,793 | $1,578 萬 | 0.35% | −3,615−6.5% | 減碼 |
| Jag Capital Management, LLC | 51,916 | $1,578 萬 | 1.71% | −3,191−5.8% | 減碼 |
| BTG Pactual Asset Management US LLC | 51,426 | $1,563 萬 | 1.74% | +24,034+87.7% | 加碼 |
| Litman Gregory Asset Management LLC | 51,191 | $1,556 萬 | 1.14% | −728−1.4% | 減碼 |
| New Vernon Capital Holdings II LLC | 51,186 | $1,555 萬 | 7.37% | 00.0% | 不變 |
| Empirical Finance, LLC | 51,072 | $1,552 萬 | 0.74% | +13,800+37.0% | 加碼 |
| J. Safra Sarasin Holding AG | 50,575 | $1,536 萬 | 0.25% | −20,787−29.1% | 減碼 |
| Altrafin AG | 50,341 | $1,530 萬 | 4.85% | −10,237−16.9% | 減碼 |
| Armistice Capital, LLC | 50,000 | $1,519 萬 | 0.37% | −6,700−11.8% | 減碼 |
| Alight Capital Management LP | 50,000 | $1,519 萬 | 4.07% | +15,000+42.9% | 加碼 |
| M37 Management LP | 50,000 | $1,519 萬 | 10.44% | +50,000 | 新進 |
| Segall Bryant & Hamill, LLC | 49,881 | $1,516 萬 | 0.21% | −3,700−6.9% | 減碼 |
| Bank of Nova Scotia | 49,617 | $1,508 萬 | 0.02% | −40,317−44.8% | 減碼 |
| Cornerstone Advisors, LLC | 49,372 | $1,500 萬 | 0.50% | +49,372 | 新進 |
| Beacon Investment Advisory Services, Inc. | 48,915 | $1,486 萬 | 0.61% | +1,171+2.5% | 加碼 |
| WCG Wealth Advisors LLC | 48,654 | $1,479 萬 | 0.41% | +24,417+100.7% | 加碼 |
| Argent Trust Co | 48,569 | $1,476 萬 | 0.51% | +8,055+19.9% | 加碼 |
| Q Capital Solutions | 48,270 | $1,467 萬 | 6.75% | +6,720+16.2% | 加碼 |
| Channing Global Advisors, LLC | 47,918 | $1,456 萬 | 9.31% | +1,535+3.3% | 加碼 |
| Qtron Investments LLC | 47,917 | $1,456 萬 | 1.89% | −8,932−15.7% | 減碼 |
| Summit Financial, LLC | 47,787 | $1,456 萬 | 0.21% | −908−1.9% | 減碼 |
| Verde Servicos Internacionais S.A. | 47,903 | $1,456 萬 | 4.67% | +47,903 | 新進 |
| Delphi Financial Group, Inc. | 47,830 | $1,454 萬 | 7.26% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 47,601 | $1,447 萬 | 1.24% | −6,739−12.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 47,569 | $1,446 萬 | 0.05% | +1,920+4.2% | 加碼 |
| Franchise GP Ltd | 47,480 | $1,443 萬 | 16.80% | +47,480 | 新進 |
| Clear Street Group Inc. | 47,246 | $1,436 萬 | 0.08% | +14,294+43.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 46,843 | $1,424 萬 | 0.22% | +46,843 | 新進 |
| Pinnacle Financial Partners, Inc. | 46,816 | $1,423 萬 | 0.11% | +46,816 | 新進 |
| Antipodes Partners Ltd | 46,362 | $1,409 萬 | 0.30% | −23,561−33.7% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 46,110 | $1,401 萬 | 2.12% | −12,726−21.6% | 減碼 |
| Hantz Financial Services, Inc. | 46,101 | $1,401 萬 | 0.21% | +8,885+23.9% | 加碼 |